VANGUARD WORLD FD's ticker is ESGV and the CUSIP is 921910733. A total of 374 filers reported holding VANGUARD WORLD FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,070,522 | -1.6% | 14,342 | +3.2% | 0.00% | 0.0% |
| Q2 2023 | $1,088,363 | -4.5% | 13,902 | -12.5% | 0.00% | -33.3% |
| Q1 2023 | $1,139,740 | +8.9% | 15,882 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $1,046,719 | -1.1% | 15,897 | -6.2% | 0.00% | -50.0% |
| Q3 2022 | $1,058,000 | -7.2% | 16,939 | -1.3% | 0.01% | +20.0% |
| Q2 2022 | $1,140,000 | -18.0% | 17,163 | 0.0% | 0.01% | +25.0% |
| Q1 2022 | $1,390,000 | -5.9% | 17,163 | +2.2% | 0.00% | -20.0% |
| Q4 2021 | $1,477,000 | – | 16,789 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthsimple US, Ltd. | 328,570 | $20,309,000 | 13.53% |
| LEO BROKERAGE, LLC | 362,158 | $20,422,000 | 8.44% |
| Orgel Wealth Management, LLC | 258,797 | $15,996,000 | 4.46% |
| Diversified Portfolios, Inc. | 155,646 | $9,620,000 | 4.16% |
| Stewardship Advisors, LLC | 114,526 | $7,392,000 | 3.70% |
| Crewe Advisors LLC | 87,906 | $5,433,000 | 2.55% |
| Stevard, LLC | 66,612 | $4,117,000 | 1.72% |
| MBE Wealth Management, LLC | 32,235 | $1,817,000 | 1.53% |
| Boston Standard Wealth Management, LLC | 57,342 | $3,544,000,000 | 1.49% |
| RETIREMENT CAPITAL STRATEGIES | 41,685 | $2,524,000 | 1.17% |